+11.7%
IVV vs TEM
+11.3%
+0.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +11.0% | -8.7% | +1.5% |
| 7D | +0.1% | +7.6% | -7.5% | -0.6% |
| 30D | -3.3% | +19.0% | -22.4% | -4.8% |
| 3M | -2.4% | +62.2% | -64.6% | -7.1% |
| 6M | +2.6% | +69.4% | -66.7% | -3.4% |
| YTD | +11.3% | +43.0% | -31.7% | +5.0% |
| All | +11.7% | +11.3% | +0.4% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TEM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling